Sector Investment 3 Days

Last updated: August 21, 2026, 10:44 PM ET

Healthcare PE

SkyKnight Capital has entered a definitive agreement to invest in Apex Infusion, a specialty infusion-services provider, according to a news release. The Apex Infusion investment follows a series of minority-growth deals in the home-infusion niche. In a larger move, Warburg Pincus and its investor group agreed to acquire a controlling interest in PANTHERx Rare, a rare-disease pharmacy platform, in a transaction valued at $7bn. The acquisition underscores continued private equity appetite for high-acuity specialty distribution assets.

Infrastructure AUM

South Korea's NPS saw infrastructure assets under management grow 13.4% in 2024, a marked deceleration from the 24.2% pace recorded the prior year. The pension fund's infra portfolio still expanded in absolute terms, but the slower growth signals a more cautious deployment environment. NPS's slowdown mirrors broader fundraising trends across unlisted infrastructure. In renewables, CIP reached a $3bn final close for its second growth-markets strategy, with existing investors providing strong support despite geopolitical headwinds, a partner told Infrastructure Investor. The fund will target clean-energy infrastructure across emerging markets.

AI Infrastructure

Nvidia and its partners have pledged $500bn to back compute as a new investable asset class, but the company insists the "infra" in AI infrastructure must remain central to the strategy. The pledge spans data centers, power, and networking. A related paper outlines the virtuous circle between energy and digital infrastructure, arguing that AI-driven power demand and infrastructure investment reinforce one another. The paper, produced by an investment manager, cites Nvidia's recent manager partnerships as evidence. With the buildout already reaching $500bn, the question is whether institutional investors will treat compute as a distinct asset class or as part of the broader infrastructure universe.